What does 1:1 broker coaching include?

PRIVATE includes Monthly One-on-One Coaching Calls, an initial Game Plan Session, direct access private chat coaching for real-time support, Help Desk Sessions, Masterclass Sessions, access to the Content Library, Legends Long Lunches, biannual Conferences (EOFY & Christmas), and access to the online broker community.

How is Private coaching structured?

PRIVATE coaching is structured around high-touch, direct support featuring monthly dedicated 1-on-1 strategy sessions, a 12-month initial roadmap, and instant direct-chat access to work through urgent operational bottlenecks, leadership decisions, and high-level scaling strategies.

Who is Private coaching suitable for?

PRIVATE is suitable for high-performing brokers who write serious volume, lead a growing team, have outgrown generic courses, and want to transition from being the bottleneck inside their business into leading a scalable, highly valuable brokerage.

What does group broker coaching include?

PLATFORM membership includes an initial Game Plan Session, direct access private chat coaching, an online broker community across Australia, Help Desk Sessions, Masterclass Sessions with industry experts, access to a Content Library of resources and templates, Legends Long Lunches, biannual Conferences (EOFY & Christmas), and Quarterly One-on-One Coaching Calls.

How many brokers are in each Platform cohort?

PLATFORM is designed as an ongoing membership community of brokers across Australia—ranging from newly launched brokers to those scaling past $4M/month toward consistent $10M+ months—who collaborate through group masterclasses, local in-person lunches, and private online networking.

How is Platform different from Private coaching?

Unlike short-term courses or purely one-on-one consulting, PLATFORM is an ongoing long-term membership engine combining group masterclasses, community support, help desk sessions, and quarterly 1:1 strategy calls to help brokers build predictable systems, lead flow, and scalable operations.

What results have Platform members achieved?

PLATFORM members achieve consistent and predictable $10M+ settlement months, eliminate inconsistent revenue rollercoasters, gain predictable lead generation systems, optimize internal team and technology workflows, and build a scalable business with rhythm and long-term value.

Broker Coach Podcast

How to Reverse Engineer a $10M Month as a Mortgage Broker

Sam Panetta breaks down the numbers that matter most in a mortgage business, and shows how to build from a $2M month up to $10M by working the levers you can actually influence.

Host: Sam Panetta Format: Short Video Topic: Growth + KPIs

A $10M month at a $500k average loan is 20 settled deals. Sam works backwards from there to the leads, conversion rates, team and tech you need to get there.

Watch the video

1) Start with the four core KPIs

Every mortgage business runs on four numbers.

Leads gotten.
Strategies presented.
Applications lodged.
Deals settled.

2) What counts as a real lead

A lead has to meet three criteria. If any one is missing, it’s a prospect, not a lead.

Full name and a way to contact them.
Two-way dialogue.
Intent to do business.

3) Strategies, lodgements and settlements

A strategy only counts as presented if there’s a logical next step: “Mr and Mrs Client, you should go with XYZ bank for ABC reasons.” Lodged is when you hit submit to the bank. Settled is when the deal is done.

A strategy needs a clear next step.
Lodged means submitted.
Settled means done.

4) Example: reverse engineering a $2M month

At a $500k average loan, $2M a month is four settled deals. To settle four you need to lodge five, present six strategies and get 10 leads.

Around 60% from leads to strategies.
Around 90% from strategies to lodged.
Around 90% from lodged to settled.
About 40% from lead to settled overall.

5) Settlements are a lag indicator

The settlement number at the end of the month mostly reflects the activity you did to get there. Focus on the lead indicators you can influence.

Settlements show past work.
Manage the lead indicators.

6) The three levers you control

There are three things in the numbers you can actually influence.

Leads at the top of the funnel.
Conversion rates at each step.
Average loan size, which tends to stick close to your niche’s norm.

7) Leads are the biggest lever

Conversion can’t go above 100%, and average loan size has a gravitational pull. The lever with the most influence, by far, is the volume of leads you put into the top of the funnel.

Fix conversion only if it’s a real problem.
Lead volume moves the needle most.

8) Milestones from $4M to $10M

Set targets in $2M steps over four quarters: $4M, $6M, $8M, then $10M. Activity today takes about 90 days to flow through to settlements.

Four milestones over 12 months.
Allow around 90 days for activity to settle.

9) What $10M actually takes

At a $500k average, the milestones need 8, 12, 16 and then 20 settled deals a month. At roughly 40% conversion, 20 deals means around 50 leads a month.

$10M = 20 settled deals.
Around 50 leads a month.
The conversion maths is more art than science.

10) Build team and tech alongside lead flow

More leads bring more workload at every stage of the funnel. Get the lead flow first, then build the team and technology to handle the extra work as you hit each target.

Lead flow comes first.
Workload grows at every stage.
Scale team and tech with it.

The simplest version of the playbook

Track the four KPIs, define a real lead, focus on lead volume as your biggest lever, and build team and tech in step with each milestone on the way to $10M.